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Morningstar

BBH Select Series - Large Cap BBLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.83  /  0.92 %
  • Total Assets 393.3 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.22%
  • Turnover 26%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis BBLIX

Will BBLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBLIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BBLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BBLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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BBH Select Series - Large Cap’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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